The Future of the Finance Brokerage and How the Best Run Their Tech Today

Come and see exactly how AI is being used to rapidly scale broker businesses, create better customer experiences and drive efficiencies the industry has not seen before.

Unlike your normal conference or PD day, there are no slides, pitches or presentations. Just live use cases from brokerages already running them safely and securely, from the first enquiry through to the credit decision and a look at where they are headed next.

The people who built them are in the room and the floor is open after every session. Bring the hardest questions you have, the ones you have not been able to get a straight answer on. Our panel session will be a debated discussion, not a run of pre-written softball question and we will be asking the hard ones.

Some of the big things you will see

• Agents that take over the repetitive, manual back-office tasks you are currently offshoring, end to end and inside approval steps.
• A voice agent taking a customer call and handing to the broker at the right moment.
• Lead capture that starts the fact find at the point of enquiry.
• Pricing and borrowing capacity across multiple lenders in under a minute.
• AI-assisted assessment supporting a credit decision, with a person signing off.
• Client retention that keeps you in front of clients years after settlement.
• Compliance notes written for you from the information already in your CRM, clear and consistent every time.
• An audit agent reviewing completed files for gaps and inconsistencies before anyone else does.

What you walk away with

• A clear read on how far AI goes in broking today and what is still hype.
• How the top brokerages have set this up and how it compares to yours.
• Which tools are safe for client data and which will get you blocked by your aggregator.
• What a lender will accept when AI has touched a file.
• Which tools are safe for client data and which will get you blocked by your aggregator.
• Why AI that lives inside your CRM beats anything you paste client files into.

Who this is for

Brokerage owners and principals, mortgage managers, asset finance and insurance brokers, aggregators, non-bank lenders and the operations, compliance and technology people who will own this when it scales.

Details

Thursday 24 September, AWS Sydney, Level 37. In person only. Tickets are $79 and the room is capped. Drinks afterwards.

Everyone who registers gets a welcome call from our team, where you can tell us what you want to see and the hardest questions or scenarios you want us to tackle on the day.

Build Your AI Employee

Before you leave, tell us what you would hand over to an AI Employee tomorrow. Six questions, under three minutes, no sign-in required.

We will present the AI build live at the event.

Responses need to be in by 15 September to count.

[Accept the Challenge →]